|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
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|
Vinva Investment Management Ltd
|
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|
|
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|
Moors & Cabot, Inc.
|
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|
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Boston Partners
|
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|
Balyasny Asset Management Llc
|
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|
Good Life Advisors, LLC
|
|
|
|
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|
Norinchukin Bank, The
|
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|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Total Investment Management Inc
|
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|
|
|
|
Davis Capital Management
|
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|
Brown Brothers Harriman & Co
|
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|
|
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|
CIBC Private Wealth Group, LLC
|
|
|
|
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|
Canada Pension Plan Investment Board
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
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|
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
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|
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|
Hunter Associates Investment Management Llc
|
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|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
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|
Citizens Financial Group Inc/ri
|
|
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|
Melone Private Wealth, LLC
|
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|
Axa S.a.
|
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|
IHT Wealth Management, LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
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|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Peterson Wealth Advisors, LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Soviero Asset Management, LP
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
ADPV - Series Portfolios Trust - Adaptiv Select ETF
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
Hill Island Financial Llc
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
KBWB - Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
|
|
|
|
|
|
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A
|
|
|
|
|
|
Financial Advisory Corp
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
TFO USA Ltd
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
DPST - Direxion Shares ETF Trust - Direxion Daily Regional Banks Bull 3X Shares
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
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QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
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|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
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|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
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|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
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|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
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|
Allworth Financial LP
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
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|
Frazier Financial Advisors, LLC
|
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|
Rafferty Asset Management, LLC
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|
Gilbert & Cook, Inc.
|
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|
Silverleafe Capital Partners, LLC
|
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|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
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|
Modera Wealth Management, LLC
|
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|
Public Employees Retirement System Of Ohio
|
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|
Sage Mountain Advisors LLC
|
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|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
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|
|
ERTS Wealth Advisors, LLC
|
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|
Foster Victor Wealth Advisors, LLC
|
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Ocean Capital Management, LLC
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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|
Nbc Securities, Inc.
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
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|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
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|
|
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|
Anfield Capital Management, LLC
|
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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|
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|
Lantz Financial LLC
|
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|
Integrated Quantitative Investments LLC
|
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Woodline Partners LP
|
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ASR Vermogensbeheer N.V.
|
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Sherbrooke Park Advisers Llc
|
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|
Jefferies Financial Group Inc.
|
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Anchor Investment Management, LLC
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
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|
|
Tredje AP-fonden
|
|
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|
DRW Securities, LLC
|
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|
Bay Harbor Wealth Management, LLC
|
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|
Sonora Investment Management Group, LLC
|
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Financial Perspectives, Inc
|
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USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
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|
Pallas Capital Advisors LLC
|
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|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
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|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
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|
B. Metzler seel. Sohn & Co. AG
|
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|
J. Safra Sarasin Holding AG
|
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Jump Financial, LLC
|
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|
Ronald Blue Trust, Inc.
|
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ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class
|
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|
Allegheny Financial Group LTD
|
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|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
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|
UBS Group AG
|
|
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|
Rakuten Securities, Inc.
|
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
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|
Banque Cantonale Vaudoise
|
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|
Northwest & Ethical Investments L.P.
|
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ICFAX - SCM Trust - ICON CONSUMER SELECT FUND Investor Class
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
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|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
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|
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|
Edmond De Rothschild Holding S.a.
|
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Sandy Spring Bank
|
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|
Horizon Funds - Centre American Select Equity Fund Investor Class
|
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|
Kingsview Wealth Management, LLC
|
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|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
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|
BancorpSouth Bank
|
|
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|
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF
|
|
|
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|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Snyder Capital Management L P
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Mount Lucas Management LP
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Epiq Partners, Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
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|
Kovitz Investment Group Partners, LLC
|
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|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
Oarsman Capital, Inc.
|
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|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
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|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
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|
Fuller & Thaler Asset Management, Inc.
|
|
|
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|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
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|
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|
Kestra Advisory Services, LLC
|
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
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|
Dakota Wealth Management
|
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|
North Star Investment Management Corp.
|
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Barrett & Company, Inc.
|
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Northwestern Mutual Wealth Management Co
|
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Bank Julius Baer & Co. Ltd, Zurich
|
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Mount Yale Investment Advisors, LLC
|
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United Capital Financial Advisers, Llc
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
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|
Toroso Investments, LLC
|
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|
Daiwa Securities Group Inc.
|
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|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
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E. Ohman J:or Asset Management AB
|
|
|
|
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|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
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|
GEM Asset Management, LLC
|
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Vista Investment Partners Ii, Llc
|
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Ameritas Investment Partners, Inc.
|
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Confluence Wealth Services, Inc.
|
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Paradigm Asset Management Co Llc
|
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Allspring Global Investments Holdings, LLC
|
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Investment Partners, Ltd.
|
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Pictet Asset Management Holding SA
|
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State of Wyoming
|
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Vestor Capital, Llc
|
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GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
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|
Brookstone Capital Management
|
|
|
|
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|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
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|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
Bartlett & Co. Wealth Management Llc
|
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|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
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|
Bank of New York Mellon Corp
|
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|
Ballentine Partners, LLC
|
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|
EverSource Wealth Advisors, LLC
|
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|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
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|
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A
|
|
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|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
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|
Parsons Capital Management Inc/ri
|
|
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|
Securian Asset Management, Inc
|
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|
Stephens Inc /ar/
|
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|
Parkworth Wealth Management, Inc.
|
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|
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|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Oak Thistle LLC
|
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|
Russell Investments Group, Ltd.
|
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|
Schroder Investment Management Group
|
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|
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|
LaFleur & Godfrey LLC
|
|
|
|
|
|
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Zacks Investment Management
|
|
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|
Nissay Asset Management Corp /japan/ /adv
|
|
|
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|
Geode Capital Management, Llc
|
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|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
IAT - iSHARES TRUST - iShares U.S. Regional Banks ETF
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
KRE - SPDR SERIES TRUST - SPDR(R) S&P Regional Banking(SM) ETF
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Globeflex Capital L P
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Stonehearth Capital Management, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Board of the Pension Protection Fund
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
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FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
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Northwestern Mutual Investment Management Company, Llc
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Private Advisor Group, LLC
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Change Path, LLC
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
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Skopos Labs, Inc.
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Valmark Advisers, Inc.
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
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Pettee Investors, Inc.
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Peak6 Llc
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Keener Financial Planning LLC
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Brown Advisory Inc
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
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MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
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Profunds - Profund Vp Bull
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OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
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BKD Wealth Advisors, LLC
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Endeavour Capital Advisors Inc
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Ubs Asset Management Americas Inc
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DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
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PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
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Sagespring Wealth Partners, Llc
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Elizabeth Park Capital Advisors, Ltd.
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Vanguard Group Inc
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Freestone Grove Partners LP
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FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
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QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
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Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
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Horizon Bancorp Inc /in/
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CBOE Vest Financial, LLC
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Arvest Bank Trust Division
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Rsm Us Wealth Management Llc
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Capital Performance Advisors Llp
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Guggenheim Capital Llc
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Cerity Partners LLC
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Trust Co Of Toledo Na /oh/
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Frank, Rimerman Advisors LLC
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Raleigh Capital Management Inc.
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
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Country Trust Bank
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Man Group plc
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Alliancebernstein L.p.
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Rialto Wealth Management, LLC
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SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
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Palouse Capital Management, Inc.
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Erste Asset Management GmbH
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SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
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Gts Securities Llc
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
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Hilltop Holdings Inc.
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
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Bruce G. Allen Investments, LLC
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Summit Global Investments
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Kayne Anderson Rudnick Investment Management Llc
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GW&K Investment Management, LLC
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BKPIX - Profunds - Banks Ultrasector Profund Investor Class
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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Aster Capital Management (DIFC) Ltd
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Janney Montgomery Scott LLC
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Catalyst Capital Advisors LLC
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CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
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Morgan Stanley
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Onefund, Llc
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
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Kozak & Associates, Inc.
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City Holding Co
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Envestnet Asset Management Inc
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Benjamin Edwards Inc
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Dimensional Fund Advisors Lp
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Elevation Series Trust - RiverNorth Patriot ETF
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Convergence Investment Partners, LLC
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HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
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New Mexico Educational Retirement Board
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
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Fort Washington Investment Advisors Inc /oh/
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Focus Financial Network, Inc.
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Centiva Capital, LP
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Assenagon Asset Management S.A.
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Stevens Capital Management Lp
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
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Legacy Trust
|
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|
Orion Portfolio Solutions, LLC
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Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
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|
Fortress Financial Solutions, LLC
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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Silvant Capital Management LLC
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
Tiaa Trust, National Association
|
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Schechter Investment Advisors, LLC
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D. E. Shaw & Co., Inc.
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First Trust Enhanced Equity Income Fund
|
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GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
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|
Foster & Motley Inc
|
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|
Caisse Des Depots Et Consignations
|
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NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
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|
FineMark National Bank & Trust
|
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|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
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|
First Merchants Corp
|
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|
Krs Capital Management, Llc
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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Navellier & Associates Inc
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
Dynasty Wealth Management, Llc
|
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|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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|
Capital Fund Management S.a.
|
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|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
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|
We Are One Seven, LLC
|
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|
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|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
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|
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|
EP Wealth Advisors, Inc.
|
|
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|
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF
|
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|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
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|
Allianz Se
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
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|
|
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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|
New York State Common Retirement Fund
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Abound Wealth Management
|
|
|
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|
|
Walleye Trading LLC
|
|
|
|
|
|
West Michigan Advisors, Llc
|
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|
|
Park National Corp /oh/
|
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|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
John Hancock Financial Opportunities Fund
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Caitlin John, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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Versant Capital Management, Inc
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Arkadios Wealth Advisors
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Resona Asset Management Co.,Ltd.
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IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
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Donaldson Capital Management, Llc
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Private Trust Co Na
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
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Evergreen Private Wealth LLC
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JNBA Financial Advisors
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
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Oakworth Capital, Inc.
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
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SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
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Jain Global LLC
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Plante Moran Financial Advisors, LLC
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
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Randolph Co Inc
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Forsta Ap-fonden
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Graver Capital Management, LLC
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
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BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
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Wesbanco Bank Inc
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Chris Bulman Inc
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Summit Financial, LLC
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
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OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
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Valeo Financial Advisors, LLC
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NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
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GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
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Louisiana State Employees Retirement System
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TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A
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Boothbay Fund Management, Llc
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Commonwealth Equity Services, Llc
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Rakuten Investment Management, Inc.
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CIBC World Markets Inc.
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Capital Asset Advisory Services LLC
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Public Employees Retirement Association Of Colorado
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Accent Capital Management, LLC
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
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Tcw Group Inc
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Advisory Alpha, LLC
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Transce3nd, LLC
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EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
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NOSIX - Northern Funds - Northern Stock Index Fund
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BNP Paribas Asset Management Holding S.A.
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Rehmann Capital Advisory Group
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
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Steward Partners Investment Advisory, Llc
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UMA Financial Services, Inc.
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GAMMA Investing LLC
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Hantz Financial Services, Inc.
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Graypoint LLC
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BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
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Strategic Planning, Inc.
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Cascades Capital Asset Management, LLC
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Aqr Capital Management Llc
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Aviance Capital Partners, LLC
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CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
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Voleon Capital Management Lp
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Penserra Capital Management LLC
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
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Avantax Advisory Services, Inc.
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
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FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
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Clarius Group, LLC
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
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BlackRock, Inc.
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
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Profunds - Profund Vp Banks
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Valley National Advisers Inc
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BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class
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Mufg Securities Americas Inc.
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Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
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Jane Street Group, Llc
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
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360 Financial, Inc.
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Iron Horse Wealth Management, LLC
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Archer Investment Corp
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NorthRock Partners, LLC
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1832 Asset Management L.P.
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Stratos Wealth Partners, LTD.
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Neuberger Berman Group LLC
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Deseret Mutual Benefit Administrators
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Kohmann Bosshard Financial Services, LLC
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Truist Financial Corp
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Teachers Retirement System Of The State Of Kentucky
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Inceptionr Llc
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
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Ogorek Anthony Joseph /ny/ /adv
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
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SBI Securities Co., Ltd.
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BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
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Hartland & Co., LLC
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Belpointe Asset Management LLC
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
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DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
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Arrowstreet Capital, Limited Partnership
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Balanced Wealth Group Llc
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
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Mackenzie Financial Corp
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Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
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MTM Investment Management, LLC
|
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THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
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RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
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PDT Partners, LLC
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Intrua Financial, LLC
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State of Tennessee, Treasury Department
|
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Natixis
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Kentucky Retirement Systems Insurance Trust Fund
|
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FOVL - iSHARES TRUST - iShares Focused Value Factor ETF
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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Fisher Asset Management, LLC
|
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Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
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|
Brighton Jones Llc
|
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REAP Financial Group, LLC
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Forum Financial Management, LP
|
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JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
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|
Presper Financial Architects, LLC
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|
Viawealth, Llc
|
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Quantitative Investment Management, LLC
|
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Alliance Wealth Advisors, LLC /UT
|
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|
Trust Co
|
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|
Franklin Resources Inc
|
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American Century Companies Inc
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
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|
Siemens Fonds Invest GmbH
|
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|
Asset Dedication, LLC
|
|
|
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|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
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|
Virginia Retirement Systems Et Al
|
|
|
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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|
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|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
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|
Cary Street Partners Financial Llc
|
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MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
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|
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|
|
Ossiam
|
|
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|
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|
Pnc Financial Services Group, Inc.
|
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|
Retirement Wealth Solutions LLC
|
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|
|
OneAscent Financial Services LLC
|
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|
|
Klp Kapitalforvaltning As
|
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LFA - Lugano Financial Advisors SA
|
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|
Signature Estate & Investment Advisors Llc
|
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|
Citigroup Inc
|
|
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|
Empowered Funds, LLC
|
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|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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|
Alpha Cubed Investments, LLC
|
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|
Pflug Koory, LLC
|
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|
SJS Investment Consulting Inc.
|
|
|
|
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|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
USS Investment Management Ltd
|
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
FTXO - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Bank ETF
|
|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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|
Gleason Group, Inc.
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
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|
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|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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|
First National Bank Sioux Falls
|
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|
Maryland State Retirement & Pension System
|
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|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
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|
|
AssuredPartners Investment Advisors, LLC
|
|
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
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|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
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|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
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|
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
|
|
|
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|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
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|
Savant Capital, LLC
|
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|
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|
Quantinno Capital Management LP
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
American Capital Advisory, LLC
|
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|
Dark Forest Capital Management Lp
|
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|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
Prestige Wealth Management Group LLC
|
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|
State Of Wisconsin Investment Board
|
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
Sunbelt Securities, Inc.
|
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FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
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|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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|
Atria Wealth Solutions, Inc.
|
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|
Yousif Capital Management, Llc
|
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|
Summit Trail Advisors, Llc
|
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|
Calamos Advisors LLC
|
|
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|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
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|
M.e. Allison & Co., Inc.
|
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|
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|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
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|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
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|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Newport Trust Co
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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Syon Capital Llc
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CoreCap Advisors, LLC
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
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Shoker Investment Counsel, Inc.
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Bank of Jackson Hole Trust
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VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
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OneAscent Wealth Management LLC
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
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Prospera Capital Management, LLC
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
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Reuter James Wealth Management, Llc
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Greykasell Wealth Strategies, Inc.
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
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Silvercrest Asset Management Group Llc
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Keel Point, LLC
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GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
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Eaton Vance Tax-managed Buy-write Opportunities Fund
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OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
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Rockport Wealth LLC
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Pinnacle Financial Partners Inc
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Fieldview Capital Management, LLC
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Royal London Asset Management Ltd
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SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
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CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
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Legal & General Group Plc
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IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
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PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
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Broadleaf Partners, LLC
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
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Hartford Investment Management Co
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
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Profunds - Profund Vp Financials
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Windsor Advisory Group, LLC
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Gryphon Financial Partners LLC
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Raymond James Financial Inc
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VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
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Torno Capital, Llc
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SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
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Pacer Advisors, Inc.
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
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FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
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Exchange Traded Concepts, Llc
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Fifth Third Bancorp
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Public Sector Pension Investment Board
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Lynx Investment Advisory
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Advisory Services Network, LLC
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PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
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Charles Schwab Investment Management Inc
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Kentucky Retirement Systems
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TFC Financial Management
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Utah Retirement Systems
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
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FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
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Trinity Financial Advisors LLC
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PARK CIRCLE Co
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
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Cranbrook Wealth Management, LLC
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Berkeley Capital Partners, LLC
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Trexquant Investment LP
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
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Dunhill Financial, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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Old National Bancorp /in/
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Elevated Capital Advisors, LLC
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
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Accredited Wealth Management, LLC
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Beaird Harris Wealth Management, LLC
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AE Wealth Management LLC
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Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
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Wrapmanager Inc
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Addison Advisors LLC
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
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HFM Investment Advisors, LLC
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Apollon Wealth Management, LLC
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J.w. Cole Advisors, Inc.
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OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
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Qrg Capital Management, Inc.
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Hrt Financial Lp
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G2 Capital Management, Llc / Oh
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Cresset Asset Management, LLC
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True Wealth Design, LLC
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RBF Capital, LLC
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Bank Of Montreal /can/
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CNB Bank
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Advisor Group Holdings, Inc.
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
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Teacher Retirement System Of Texas
|
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RYDEX VARIABLE TRUST - Banking Fund Variable Annuity
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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Rise Advisors, LLC
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Glenmede Trust Co Na
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Buckingham Strategic Partners
|
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Objective Capital Management, LLC
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
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Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
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Point72 Asia (Singapore) Pte. Ltd.
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Argent Trust Co
|
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Sterling Wealth Management, Inc.
|
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AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C
|
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
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Systematic Financial Management Lp
|
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CIBC Asset Management Inc
|
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Strategic Blueprint, LLC
|
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Brevan Howard Capital Management LP
|
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
Strs Ohio
|
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|
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
Tudor Investment Corp Et Al
|
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|
Deutsche Bank Ag\
|
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|
Guggenheim Strategic Opportunities Fund
|
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|
Atlantic Union Bankshares Corp
|
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|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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|
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|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
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|
|
First Manhattan Co
|
|
|
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|
|
First County Bank /CT/
|
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|
Coldstream Capital Management Inc
|
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|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
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|
Mizuho Securities Usa Llc
|
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|
Farmers & Merchants Investments Inc
|
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|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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|
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|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
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|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
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|
LJI Wealth Management, LLC
|
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|
Richard W. Paul & Associates, LLC
|
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|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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|
MCF Advisors LLC
|
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|
IMG Wealth Management, Inc.
|
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|
AMG National Trust Bank
|
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|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
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|
111 Capital
|
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|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
Citadel Advisors Llc
|
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|
Kapstone Financial Advisors LLC
|
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|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
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|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
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|
Pinnacle Associates Ltd
|
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|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
|
Elo Mutual Pension Insurance Co
|
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|
Security National Bank
|
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|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
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|
|
Harbor Investment Advisory, Llc
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
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|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
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|
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
|
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|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
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|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
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|
|
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund
|
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|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
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|
Meeder Advisory Services, Inc.
|
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|
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|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
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|
|
William Blair Investment Management, Llc
|
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|
Cidel Asset Management Inc
|
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|
Ci Investments Inc.
|
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|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
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|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
Johnson Investment Counsel Inc
|
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|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
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|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
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|
Parallel Advisors, LLC
|
|
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|
South Plains Financial, Inc.
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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|
Great West Life Assurance Co /can/
|
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DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
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|
Maltese Capital Management Llc
|
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|
DecisionPoint Financial, LLC
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|
Morningstar Investment Management LLC
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|
Gables Capital Management Inc.
|
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|
Huntington National Bank
|
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|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
GAM Holding AG
|
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|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
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|
Warren Averett Asset Management, LLC
|
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|
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|
Bnp Paribas Arbitrage, Sa
|
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|
Foundations Investment Advisors, LLC
|
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|
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|
Engineers Gate Manager LP
|
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|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
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|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
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|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
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|
|
Hollencrest Capital Management
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Salzhauer Michael
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
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|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
John Hancock Tax-advantaged Dividend Income Fund
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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|
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|
|
Winton Capital Group Ltd
|
|
|
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|
Dynamic Technology Lab Private Ltd
|
|
|
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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|
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|
Dana Investment Advisors, Inc.
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
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|
WPG Advisers, LLC
|
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|
Wood Tarver Financial Group, LLC
|
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|
Cambridge Investment Research Advisors, Inc.
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O'shaughnessy Asset Management, Llc
|
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Capital Advisors, Ltd. LLC
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|
Burney Co/
|
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Principia Wealth Advisory, LLC
|
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PFG Investments, LLC
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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|
OneAscent Investment Solutions LLC
|
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Janney Capital Management LLC
|
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True North Advisors, LLC
|
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Hemington Wealth Management
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
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|
Level Four Advisory Services, Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
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|
|
FNY Investment Advisers, LLC
|
|
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|
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|
Linden Thomas Advisory Services, LLC
|
|
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|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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IFP Advisors, Inc
|
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Crawford Investment Counsel Inc
|
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Quarry LP
|
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Greenleaf Trust
|
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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|
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VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
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D.a. Davidson & Co.
|
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Fort Sheridan Advisors Llc
|
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Annis Gardner Whiting Capital Advisors, LLC
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Smithfield Trust Co
|
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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|
Atom Investors LP
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Verdence Capital Advisors LLC
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CHICAGO TRUST Co NA
|
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Walleye Capital LLC
|
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RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
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|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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Pinnacle Bancorp, Inc.
|
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Oder Investment Management, LLC
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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Golden State Equity Partners
|
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FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
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|
Tokio Marine Asset Management Co Ltd
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
Silicon Valley Capital Partners
|
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|
Simon Quick Advisors, Llc
|
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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|
Millstone Evans Group, LLC
|
|
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|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
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|
|
Lido Advisors, LLC
|
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|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
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|
First Trust Advisors Lp
|
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|
Pandora Wealth, Inc.
|
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Woodward Diversified Capital, Llc
|
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Graham Capital Management, L.P.
|
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Texas Permanent School Fund
|
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
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|
Genesis Private Wealth, Llc
|
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
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|
|
Kennebec Savings Bank
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
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|
Ledyard National Bank
|
|
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|
|
|
Mml Investors Services, Llc
|
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|
National Asset Management, Inc.
|
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|
Sei Investments Co
|
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|
Y.D. More Investments Ltd
|
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|
Spreng Capital Management, Inc.
|
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FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
|
|
|
|
|
|
Atlantic Family Wealth, Llc
|
|
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|
|
|
Chilton Investment Co Llc
|
|
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|
|
Fundamentun, Llc
|
|
|
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|
Handelsbanken Fonder AB
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class
|
|
|
|
|
|
Peregrine Capital Management Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
FSRBX - FIDELITY SELECT PORTFOLIOS - Banking Portfolio
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
PMACX - Victory Portfolios IV - Victory Pioneer Multi-Asset Income Fund Class C
|
|
|
|
|
|
Strategic Equity Management
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
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Victory Capital Management Inc
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Patton Fund Management, Inc.
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Principal Securities, Inc.
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
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Dogwood Wealth Management LLC
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
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BRYN MAWR TRUST Co
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Bellwether Advisors, LLC
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Barnes Dennig Private Wealth Management LLC
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JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
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Virtus Investment Advisers, Inc.
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Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A
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FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
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Susquehanna International Group, Llp
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Czech National Bank
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Lazard Asset Management Llc
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
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Two Sigma Advisers, Lp
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BlueStem Wealth Partners, LLC
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Investment Management Corp of Ontario
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RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
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Sheaff Brock Investment Advisors, LLC
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JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
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GHP Investment Advisors, Inc.
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Zurcher Kantonalbank (Zurich Cantonalbank)
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Cromwell Holdings LLC
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Bank Of America Corp /de/
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
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iA Global Asset Management Inc.
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Gulf International Bank (UK) Ltd
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Beese Fulmer Investment Management, Inc.
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FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
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